History
After an incredibly successful 15 year career with Edward Jones, Bob and his team chose to partner with LaSalle St. Securities to give their clients greater control and freedom in their investment options. Assisting Bob are his full-time assistants Linda and Cindy. LaSalle was founded in 1974 and is a privately held hybrid broker-dealer that supports over 300 independent financial advisors like Bob, that collectively manage over $9 billion in client assets. LaSalle's strategic partnership with Fidelity Investments and National Financial Services enables us to leverage the financial expertise of one of the largest mutual fund companies and providers of financial services in the world.
Specialties
How We Work Together As your financial advisor - We believe it's important to invest our time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.